¡Ya estamos en !
Descubre más
Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Day & Ennis
Macon,
Georgia
| USD 304 M | +USD 14.8 M | +5% | 6.71% | 15.2% | 128 | 11.72% | 3 |
|
| 3977 |
3977
Centric Wealth Management
Chicago,
Illinois
| USD 304 M | +USD 32.3 M | +12% | 11.9% | 55.3% | 173 | 23.12% | 1.5 |
|
| 3978 |
3978
SCP Investment
Orinda,
California
| USD 304 M | -USD 52.8 M | -15% | 10.5% | 32.8% | 41 | 65.85% | 0.9 |
|
| 3979 |
ARI
3979
Applied Research Investments
Wilmington,
Delaware
| USD 303 M | +USD 3.05 M | +1% | 5.65% | – | 42 | 9.52% | 1.1 |
|
| 3980 |
3980
Fairmount Funds Management
West Conshohocken,
Pennsylvania
| USD 303 M | +USD 28.3 M | +10% | 7.49% | 2,136% | 21 | 9.52% | 1.3 |
|
| 3981 |
3981
American National Registered Investment Advisor
Galveston,
Texas
| USD 303 M | +USD 26.6 M | +10% | 11% | 95.8% | 245 | 6.94% | 5.2 |
|
| 3982 |
3982
Blume Capital Management
Berkeley,
California
| USD 303 M | +USD 29.6 M | +11% | 8.91% | 102% | 324 | 12.35% | 3.6 |
|
| 3983 |
3983
Eldridge Investment Advisors
Manchester,
New Hampshire
| USD 303 M | +USD 22.1 M | +8% | 6.96% | 55% | 136 | 17.65% | 2.4 |
|
| 3984 |
3984
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 303 M | +USD 33.2 M | +12% | 12.2% | 99.8% | 232 | 6.9% | 4.6 |
|
| 3985 |
3985
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 303 M | +USD 21.9 M | +8% | 11% | 113% | 146 | 6.16% | 4.3 |
|
| 3986 |
3986
Blue Zone Wealth Advisors
Los Angeles,
California
| USD 303 M | +USD 14.1 M | +5% | 6.23% | 91.1% | 104 | 8.65% | 1.2 |
|
| 3987 |
3987
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| USD 303 M | +USD 30.4 M | +11% | 9.97% | 60.3% | 45 | 8.89% | 4 |
|
| 3988 |
3988
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| USD 303 M | -USD 8.99 M | -3% | 0.89% | 48.4% | 8 | 25% | 1.9 |
|
| 3989 |
3989
Winch Advisory Services
Appleton,
Wisconsin
| USD 302 M | +USD 15.6 M | +5% | 7.77% | 92.4% | 528 | 8.9% | 3.1 |
|
| 3990 |
3990
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| USD 302 M | +USD 19.9 M | +7% | 9.87% | 150% | 89 | 42.7% | 1 |
|
| 3991 |
3991
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| USD 302 M | +USD 25.9 M | +9% | 10.3% | 74% | 74 | 5.41% | 4.5 |
|
| 3992 |
3992
Benefit Street Partners
New York
| USD 302 M | +USD 37.5 M | +14% | 5.81% | – | 49 | 18.37% | 1.1 |
|
| 3993 |
3993
Roanoke Asset Management
Jersey City,
New Jersey
| USD 302 M | +USD 20.2 M | +7% | 9.84% | 50.3% | 114 | 2.63% | 4.9 |
|
| 3994 |
3994
JW Asset Management
Miami Beach,
Florida
| USD 302 M | -USD 29.8 M | -9% | 3.73% | 251% | 9 | 22.22% | 2.8 |
|
| 3995 |
3995
Farmers National Bank
Danville,
Kentucky
| USD 302 M | +USD 50.7 M | +20% | 10.8% | – | 151 | 8.61% | 4.7 |
|
| 3996 |
3996
Cornerstone Wealth Advisors
Edina,
Minnesota
| USD 301 M | +USD 15.5 M | +5% | 3.62% | 46.1% | 41 | 4.88% | 0.7 |
|
| 3997 |
3997
CHI Advisors
New York
| USD 301 M | -USD 41.3 M | -12% | 2.31% | 88.2% | 20 | 5% | 1.3 |
|
| 3998 |
3998
SimplyRich
Carlsbad,
California
| USD 301 M | +USD 26.4 M | +10% | 10.1% | 105% | 179 | 7.26% | 2.1 |
|
| 3999 |
3999
Blue Owl Capital Holdings
New York
| USD 301 M | – | – | 27.2% | 118% | 29 | – | 0 |
|
| 4000 |
4000
Meridian Investment Counsel
Lafayette,
California
| USD 301 M | +USD 25.2 M | +9% | 8% | 116% | 231 | 11.26% | 4.6 |
|